Relationship Manager

1 week ago


New York, New York, United States Bank of America Full time
Job Summary:

This role is responsible for supporting the Financial Advisor team in developing and enhancing existing client relationships. The ideal candidate will have strong communication skills, be detail-oriented, and have a thorough understanding of the suite of Wealth Management products and services.

Key Responsibilities:

Serve as a key point of contact for clients on non-administrative requests and needs

Support relationship management activities and develop, implement, and monitor the team's client service model

Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition

Requirements:

Series 7 and 66 licenses or Series 7, 63, and 65 licenses

SAFE ACT Registration

High School Diploma or equivalent

Skills:

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Benefits:

This role is eligible for a formulaic incentive plan and offers a competitive salary range of $48,000 to $100,000 annualized, based on experience, education, and skill set. Bank of America provides industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of the business and communities served.
  • Relationship Manager

    2 weeks ago


    New York, New York, United States Sumitomo Mitsui Financial Group, Inc. Full time

    Job Title: Relationship ManagerAt Sumitomo Mitsui Financial Group, Inc., we are seeking a skilled Relationship Manager to join our team. As a key member of our corporate banking functions, you will be responsible for developing and implementing customer-centric relationship plans.Key Responsibilities:Coordinate corporate banking functions to develop and...

  • Relationship Manager

    1 month ago


    New York, New York, United States Unavailable Full time

    About the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with the Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow the existing...

  • Relationship Manager

    2 weeks ago


    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job Title: Relationship ManagerSumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history dating back to 1609. As a Relationship Manager, you will play a critical role in developing and maintaining strong relationships with our corporate clients, driving business growth and revenue expansion.Key...

  • Relationship Manager

    1 month ago


    New York, New York, United States Sumitomo Mitsui Financial Group, Inc. Full time

    Job Title: Relationship ManagerSumitomo Mitsui Financial Group, Inc. is a leading global financial institution with a rich history and diverse range of financial services. As a Relationship Manager, you will play a key role in developing and implementing customer-centric relationship plans to drive business growth and revenue.Key Responsibilities:Coordinate...

  • Relationship Manager

    1 month ago


    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job Title: Relationship ManagerSumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution with a rich history and diverse range of financial services. As a Relationship Manager, you will play a key role in developing and implementing customer-centric relationship plans to drive business growth and revenue.Key...

  • Relationship Manager

    4 weeks ago


    New York, New York, United States PayMyTuition Full time

    Job Title: Relationship ManagerCareers Position title: Relationship ManagerLocation: Jersey City - NJUnit: ManagerJob Summary:PayMyTuition's sales team is composed of product experts and leaders who bring solutions to educational institutions across North America. We're looking for an ambitious Customer Relationship Manager to educate educational...

  • Relationship Manager

    4 weeks ago


    New York, New York, United States IDB Full time

    Job Title: Relationship ManagerAt IDB Bank, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying their needs, and providing tailored solutions to meet their business objectives.Key...

  • Relationship Manager

    3 weeks ago


    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job Title: Relationship ManagerJoin Sumitomo Mitsui Banking Corporation as a Relationship Manager and play a key role in developing and implementing customer-centric relationship plans. This exciting opportunity will allow you to coordinate corporate banking functions, organize targeted campaigns and events, and develop and maintain customer databases.Key...

  • Relationship Manager

    2 weeks ago


    New York, New York, United States IDB Full time

    Job Title: Relationship ManagerAt IDB Bank, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Relationship Manager

    3 weeks ago


    New York, New York, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at City National Bank. As a key member of our business development team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Relationship Manager

    1 month ago


    New York, New York, United States Bank of America Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Support Financial Advisors in developing and implementing client service...

  • Relationship Manager

    2 weeks ago


    New York, New York, United States Bank of America Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for supporting our Financial Advisors in developing and enhancing existing client relationships.Key Responsibilities:Serve as a key point of contact for clients on...

  • Relationship Manager

    3 weeks ago


    New York, New York, United States Advanced Disaster Recovery Full time

    Job SummaryThe Relationship Manager is responsible for developing long-lasting business relationships to help Advanced Disaster Recovery Inc. achieve sales growth. This role involves generating new business and maintaining existing business through relationships with Facility Directors, Chief Engineers, General Managers, VP and C-Suite-level decision makers,...

  • Relationship Manager

    1 month ago


    New York, New York, United States City National Bank Full time

    Job Title: Relationship Manager EntertainmentJob Summary:We are seeking a highly skilled Relationship Manager to join our Entertainment team. As a Relationship Manager, you will be responsible for developing and maintaining relationships with clients in the entertainment industry, providing them with exceptional service and tailored solutions to meet their...

  • Relationship Manager

    4 weeks ago


    New York, New York, United States East West Bank Full time

    About East West BankEast West Bank is a top-performing commercial bank with a strong foundation and a commitment to absolute integrity. With over 120 locations across the U.S. and Asia, we serve as a pathway to success for businesses and community members looking to explore new markets and create new opportunities.Private Equity Group OverviewThe Private...


  • New York, New York, United States IDB Full time

    About IDB BankIDB Bank has been a leader in the financial industry for over 70 years, committed to delivering exceptional service and putting our clients' needs first.We're a team of talented professionals who share a strong sense of teamwork and a passion for providing top-notch service to our clients.Our comprehensive benefits package includes generous...

  • Relationship Manager

    1 month ago


    New York, New York, United States IDB Full time

    Job DescriptionIsrael Discount Bank (IDB) is seeking a highly motivated and experienced Associate Relationship Manager to join its NY Commercial Real Estate Group. This is a hybrid position that combines both Senior Analyst and Junior Relationship Manager functions.Key Responsibilities:Manage a lending and deposit portfolio of existing CRE banking clients,...


  • New York, New York, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to successful individuals, families, and institutions, upholding our core values of service, expertise, and integrity.With over 130 years of experience and a global presence, we serve the...


  • New York, New York, United States Bank of America Full time

    **Job Summary:**We are seeking a skilled Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships.**Key Responsibilities:**- Serve as a key point of contact for clients on non-administrative requests and needs- Support relationship management activities and develop, implement, and monitor the team's...


  • New York, New York, United States Sumitomo Mitsui Financial Group, Inc. Full time

    Job SummarySumitomo Mitsui Financial Group, Inc. is seeking a skilled Relationship Manager to join our team. As a key member of our corporate banking functions, you will be responsible for developing and implementing customer-centric relationship plans.Key ResponsibilitiesCoordinate corporate banking functions to develop and implement customer-centric...